近期,“元宇宙”在市场受到火热关注,投资者和分析师们讨论频频。在投资者还没完全搞明白“元宇宙”是什么时,A股市场中前期接连受到打压的游戏股已经集体暴动!那么,究竟什么是“元宇宙”?“元宇宙”时代何时才会真正到来?“元宇宙”未来的投资方向在哪?
In recent times, the meta-cosmos has received intense attention in the market, and investors and analysts have discussed it frequently. When investors have not fully figured out what the meta-cosmos is, there has been a mass riot in A’s front-loaded game shares. So what is the meta-cosm?
带着这些思考,2021金麒麟年会之元宇宙专场隆重召开!清华大学新媒体研究中心执行主任沈阳、民生证券通信&元宇宙首席分析师马天诣、广发证券传媒行业首席分析师倪爽等九位领域大咖,一同分享了最新观点。
With these thoughts in mind, 2021
对于究竟什么是“元宇宙”?上述大咖给予了下列观点: gives the following perspective on what exactly is a “mass universe”: . 元宇宙到底是什么?沈阳表示,我们可以看一下元宇宙的定义(元宇宙是整合多种新技术而产生的新型虚实相融的互联网应用和社会形态,它基于扩展现实技术提供沉浸式体验,基于数字孪生技术生成现实世界的镜像,基于区块链技术搭建经济体系,将虚拟世界与现实世界在经济系统、社会系统、身份系统上密切融合,并且允许每个用户进行内容生产和世界编辑),这一段定义是我们经过一段时间的琢磨给定的一个定义。元宇宙是整合了多种新技术,怎么理解“整合了多种新技术?”世界上没有一种技术单独地叫元宇宙的技术,元宇宙是我们现在看到的各种技术的一个组合和升级。 Shenyang suggested that we could look at the definition of meta-cosm (the meta-cosmos is a new, virtual and integrated Internet application and social shape that combines a variety of new technologies, which provide a immersion experience based on extended reality technology, a mirror of the real world based on digital twin technologies, a system based on block-link technology that integrates the virtual world closely with the real world in economic systems, social systems, identity systems, and allows each user to produce content and edit the world), a definition that we have worked on over time. The meta-cosm is a definition that integrates a variety of new technologies, how do we understand that “combining new technologies?” there is no single technology in the world called meta-cosm, which is a combination and upgrading of the technologies that we now see. 广发传媒旷实:元宇宙是VR、AR和区块链的融合 发展要靠量变带动质变 旷实表示,单项的一个技术突破很难带来互联网使用方式的革新,只有量变带动质变的时候,也就是大众的互联网方式发生改变的时候,才能呈现整个行业代际的一个更迭或者是下一代互联网的形成,也就是我们认为元宇宙不是单项的一个技术驱动,而是更加广泛和更具概念性的一个概念,它集合了VR、AR、区块链等多维元素的融合,单一的一个概念并不能代表和去定义元宇宙。这是元宇宙目前的形势以及发展的现状。 It suggests that a single technological breakthrough is difficult to bring about innovation in the way the Internet is used, and that only when quantitative changes lead to a qualitative change, i.e. when the way the Internet is used by the general public, can one shift across the entire industry or the formation of the next generation of the Internet, that is, we believe that the meta-cosmos is not a technologically driven single item, but rather a broader and more conceptual concept that brings together multi-dimensional elements such as VR, AR, and block chains, a single concept that does not represent and define the meta-cosm. This is the current state of affairs and developments in the meta-cosm. 马天诣认为,元宇宙是下一代的互联网,所以,能解决现有互联网问题的场景和内容,就是元宇宙的范畴。元宇宙里边也会配套出现硬件领域快速成长的企业,这不仅是反映在股价要涨好多倍,而且反映的是中国制造业能力在全球范围内会达到非常领先的地步。 Ma Tianxing believes that the Yuan cosmos is the next generation of the Internet, so that the scenes and content that can solve the existing Internet problems are the scope of the Yuan cosmos. There are also firms in the Yuan cosmos that are experiencing rapid growth in hardware, not only as a result of the exponential increase in stock prices, but also as a reflection of China’s manufacturing capacity at a very advanced level on a global scale. amino cosmos must be based on block chains 焦娟表示,元宇宙的一个特征就是经济体系。经济体系特别关键,很多人就会问,区块链对于数字藏品到底跟元宇宙有什么区别。我们认为元宇宙一定是建立在区块链基础之上,它要解决我们前面说到用户匿名进行交往的时候,如果发生一些经济行为,发生交易,一定是要解决彼此之间的一个信任问题。 Angryus says that one of the characteristics of the meta-cosm is the economic system. The economic system is particularly crucial, and many people ask, "What is the difference between a block chain and a meta-cosmos?" We believe that the meta-cosmos must be based on a block chain, and that it must solve a trust problem between users when we say that there are economic behaviors and transactions. 倪爽认为,元宇宙作为第三代互联网发展的一个重要方向,可能会是一个持续很多年,甚至是持续十几二十年的大趋势与大机会。元宇宙这种线上、线下现实与虚拟的结合,它的核心其实并不是游戏,而是社交。 I think that, as an important direction for the development of the third generation of the Internet, the meta-cosmos may be a big trend and a big opportunity that lasts for many years, even for more than a decade or two. The online, offline reality and virtual combination of the meta-cosmos is not really at the heart of the game, but of socialization. 创金合信刘扬:元宇宙未来将是我们创造的真实的沉浸式虚拟宇宙空间 刘扬表示,元宇宙现阶段更多地是炒概念,但是未来却不是。短期看,元宇宙是由AR、VR等一些新型显示设备带来的互联网新体验;更普遍的说法是,元宇宙是下一代的互联网;更长远的说法是,现代互联网的基础加上人工智能,我们将创造很多个真实的沉浸式的虚拟宇宙空间。 Liu Yang said that the meta-cosmos is more a concept at this stage, but not the future. In the short term, the meta-cosmos is a new experience of the Internet brought about by some new displays, such as AR, VR; more generally, the meta-cosmos is the next generation of the Internet; and, in the longer term, the foundation of the modern Internet, coupled with artificial intelligence, will create many real virtual cosmos. : a virtual world balanced with and influenced by the real world 夏浩洋表示,元宇宙目前来看是一个市场特别火的话题,也是投资者保持高度关注的一个领域。关于元宇宙,当前还没有一个严格的定义,我们可以把它简单地理界为它是一个与我们现实世界相平衡,但又相互影响的一个虚拟世界,它的一个根本的目标是来构建一个虚拟的经济以及社会体系。 She said that the Yuan cosmos is now a particularly hot topic of the market and an area of high interest to investors. With regard to the metacosystem, there is no strict definition of it, and we can use its simple geography as a virtual world that is balanced with our real world, but that affects one another, and one of its fundamental objectives is to build a virtual economic and social system. 新浪VR陈星:元宇宙时代的实与虚 游戏赛道头部企业有机会创出业绩
陈星表示,巨头默契迈入元宇宙,新概念的提出使互联网各领域龙头成为受益者。但元宇宙仍存被忽略的弊端,游戏平台高抽成会压榨创作者,区块链技术也存在金融骗局的风险。所以建议二级投资者关注VR/AR技术、AI、区块链技术,游戏各赛道头部企业有机会凭借领先优势创出业绩空间。 Chen Xing said that the giants had moved into the meta-cosm, and that the introduction of new concepts had benefited the various domains of the Internet. But the meta-cosm still had neglected vices, the game platforms were drawn up to crush creators, and there was a risk of financial fraud. 易欢欢:要有着长远的眼光 抱着风投的态度 用乐观的精神来看待元宇宙 易欢欢表示,元宇宙用1997年亚马逊的创始人贝索斯写的一封信,当时讲的是互联网是未来最重要的赛道,但也是一个长期的赛道。所以,在这里面我想给行业的建议是,一定要有着长远的眼光,抱着风投的态度,用乐观的精神来看待元宇宙。同时在抖音、快手都有我们随时给大家解读和交互元宇宙的一些场景。希望与大家共度十年的元宇宙之旅。 It is a pleasure to say that the Yuan cosmos wrote a letter from the 1997 Amazon founder, Bezos, saying that the Internet was the most important course in the future, but also a long-term one. So here I would like to suggest to industry that there must be a long-term vision, a spirit of optimism, and an optimistic view of the Yuan cosmos. At the same time, there are some scenes of the Mesocosy that we can read and interact with at any time. 责任编辑:王涵
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